What We're Reading ~ 8/12/10 ~ market folly

Thursday, August 12, 2010

What We're Reading ~ 8/12/10

Top Hedge Fund Investors [Cathleen Rittereiser]

10 hedge fund favorites for dividend yield [Ycharts]

Q&A session with James Altucher [The Kirk Report]

On the equity risk premium [Abnormal Returns]

Some great investing sites to check out: leaders of the new school [Reformed Broker]

Income investing: stocks versus bonds [Marketwatch Fundmastery]

A fund manager's take on Microsoft (MSFT) [Bronte Capital]

Great summary of some recent insider buying and selling [Sin Letter]

On the similarities between trading and poker [Chris Perruna]

GGP: a case study on internet activism [Distressed Debt Investing]

Bullish presentation on Exxon Mobil (XOM) [ValuePlays]

AerCap (AER) valuation at 20,000 feet [Harbor Investing]

Harbinger Capital opening Asia Fund [FINalternatives]

Dan Loeb, you're boring me [Institutional Investor]

Hedge funds post July gains [Reuters]

A lesson in how not to value Apple (AAPL) [Fortune]

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